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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
501
Asset Management Group
Connecticut
$4.26M +$22.4K +191 +0.5%
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$4.25M -$1.45M -12,398 -26%
SCM
503
Smith Capital Management
Arkansas
$4.23M +$339K +2,895 +9%
IFAM
504
Institutional & Family Asset Management
Colorado
$4.21M -$50.3K -430 -1%
SW
505
SVB Wealth
Massachusetts
$4.2M +$4.15M +35,485 +70,970%
APWA
506
Atlas Private Wealth Advisors
New Jersey
$4.17M +$4.13M +35,312 New
CI
507
CX Institutional
Indiana
$4.16M +$439K +3,748 +12%
PA
508
Planning Alternatives
Michigan
$4.16M -$810K -6,920 -16%
BAM
509
Baldrige Asset Management
Pennsylvania
$4.15M -$77.3K -660 -2%
FWP
510
FAS Wealth Partners
Kansas
$4.13M -$370K -3,159 -8%
PI
511
PFS Investments
Georgia
$4.09M +$1.25M +10,703 +45%
OFG
512
Omega Financial Group
California
$4.08M +$206K +1,756 +5%
TPWA
513
TRUE Private Wealth Advisors
Oregon
$4.06M +$64.7K +553 +2%
ZCM
514
Ziegler Capital Management
Illinois
$4.04M
RTC
515
Riverview Trust Company
Washington
$4.03M -$291K -2,489 -7%
CPO
516
Cerity Partners OCIO
New York
$4.02M -$1.08M -9,244 -21%
RIA
517
Regal Investment Advisors
Michigan
$4.02M +$3.98M +34,036 New
Luther King Capital Management (LKCM)
518
Luther King Capital Management (LKCM)
Texas
$4.02M
BIP
519
Blueprint Investment Partners
North Carolina
$3.98M +$3.94M +33,629 New
AF
520
Advisornet Financial
Minnesota
$3.94M -$3.87M -33,055 -50%
C
521
Clearshares
New York
$3.82M
CF
522
Copperwynd Financial
Arizona
$3.81M +$2.72M +23,257 +259%
DT
523
Diversified Trust
Tennessee
$3.74M -$11M -94,164 -75%
BA
524
Ballew Advisors
Mississippi
$3.71M +$1.95M +16,641 +113%
SI
525
Stephens Inc
Arkansas
$3.71M +$1.2M +10,289 +49%